Project Management in the Financial Services

The financial services industry covers a wide range of areas: financial planning, corporate finance, commercial and investment banking, hedge funds, private equity investment, venture capital, public accounting, etc. But there is one trend across all these sectors is that strategic initiatives are increasingly being realized by means of projects.

Maybe you are currently a member of a project team, or have been given the responsibility of managing a project on your own and are not 100% sure of what tools and techniques are available to you, then you should get in touch with a Velopi advisor. S/he can bring you through our various course options that are designed to support project managers, no matter where they are on their career path – from people new to the area, to experienced project managers.

While those working in financial services generally have no difficulty in preparing and managing budgets, or organizing external procurements, they might struggle with project definition, dealing with stakeholders effectively and managing the quality of the project. A project management training course from Velopi may be just what you need to deal with the whole gamut of project management with confidence.

What our learners say

The big benefit for us is bringing unity, structure and consistency in how we work and communicate as a Team. When we present and report to our internal and external stakeholders, we can now give a clear simple picture of how we are executing against our baseline.”

Tomás Barry

Senior Project Manager, Boston Scientific

As a Project Manager without previous experience, Velopi’s training was invaluable. Although intense, the instructor delivered the content in an engaging and fun way. I was able to immediately apply it to the projects I was working on and it gave me a sound recognised foundation for my career in Project Management.”

Brian O'Riordan

BioMarin

As a small and rapidly growing company, the Velopi team helped our Senior Management team introduce a common terminology, develop the company’s project management model and processes and apply it to our resource management and planning of Client projects every day so that, as a Company, we succeed in delivering quality projects, on time and on budget to our Clients.”

Kelly Seaman

Scientific Officer, Atlantia

The project management experience and knowledge of the Velopi team is what helped me relate and bring the theory into my business projects, and to effectively communiate with the people and Stakeholders in my projects."

Pat Rigney

Senior Program Manager, Dell Ireland

Velopi make it fairly easy to study and pass the exam for the PMP, which is an industry standard for project management. The PMP ensures that you learn the best methodologies to ensure project success.”

Brian Frehill

Project Manager, Ervia

Velopi are really knowledgeable, not just as a training provider but in their consultancy services on Project Management - being able to go into different companies helping them develop their internal procedures, problem solving and understanding on where their focus is. Velopi have mastered Project management with global experience.”

David Keating

Capital Investment Manager, Ervia

Velopi has had a profound impact on my career and business as a Contract Project Manager. Velopi’s trainers are very engaged in their student’s individual development and the project management knowledge and toolset that I acquired from them has been invaluable in managing projects successfully for my Customers."

Rory Moloney

Cyber Security Project Manager, Johnson & Johnson

Velopi are excellent. They have done numerous training courses for us. and their training is tailored to your specific objectives, which is a unique selling point. They work one on one to match to what the business is looking for – what is promised gets delivered. I have never been let down.”

Shane Kearney

Business Planning Manager, Laya Healthcare

You are learning from someone who has a lot of experience in project management in the field as well as the best practice. That was the real value for me as a Graduate Engineer starting off.”

Conor Floyd

Graduate Engineer, Merck

The benefit of working with Velopi is the depth of experience of the Trainers. From our perspective, our Trainer was a ‘1 in a 1000’ type person who walks on water and whom we could learn from due to his depth of experience and ability to communicate that to us in a way we could apply in our work.”

John Maguire

AVP Program Manager, Renaissance

Velopi helped us achieve our first objective – gaining a high-level overview and common understanding of project management across the Team. We found the learning particularly useful in examining the versatility of our product and methodologies to meet our customer needs.”

Aisling Creedon

Team Lead, Enterprise Customer Success, Teamwork

The biggest impact that the Velopi course had on me was learning how the science and framework of project management can help in managing people as well as through interpersonal and direct communication- the penny really dropped about this for me during the course.”

Ann Heffernan

Tyndall

Relative to other providers, Velopi is well above the bar. Their follow up is better than any provider I had experienced – they were available at any time through email and phone - to actually make sure you get through the course. It was Velopi’s hands on support after the course finished that far exceeded my expectations and impressed me as one of the key differentiators of Velopi. I think it's that extra development and learning support they give to everyone that they train that makes them a truly outstanding training provider.”

Philip Lynch

IT Manager, Pfizer